Tacita Capital Inc Portfolio Holdings
Q3 2025•213 long positions•$165.2M portfolio value
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Holding224 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.3M 6.23% | +$142.5K Bought | — 85.8K shares | 84.6K → 85.8K +$142.5K | +1.4% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.4M 5.11% | -$242.1K Sold | — 32.9K shares | 33.9K → 32.9K −$242.1K | -2.79% | — — | Q4 2020 Held for 4y 11m | |
Asset Management Financial Services | $7.9M 4.77% | +$11.7K Bought | 0.008% 114.7K shares | 114.5K → 114.7K +$11.7K | +0.15% | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.4M 4.48% | +$119.6K Bought | — 35.4K shares | 34.9K → 35.4K +$119.6K | +1.64% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.4M 3.85% | +$26.5K Bought | — 64.1K shares | 63.8K → 64.1K +$26.5K | +0.42% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.3M 3.23% | -$4.9K Sold | — 80.9K shares | 80.9K → 80.9K −$4.9K | -0.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.2M 3.18% | +$58.7K Bought | — 109.6K shares | 108.4K → 109.6K +$58.7K | +1.13% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $5.1M 3.09% | +$173.9K Bought | 0.002% 34.7K shares | 33.5K → 34.7K +$173.9K | +3.52% | $207.77B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.9M 2.98% | -$94.7K Sold | — 25.3K shares | 25.8K → 25.3K −$94.7K | -1.89% | — — | Q4 2020 Held for 4y 11m | |
Diversified Utilities Utilities | $4.7M 2.84% | — | 0.031% 142.3K shares | — | — | $15.2B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.4M 2.66% | +$251.1K Bought | — 99.4K shares | 93.7K → 99.4K +$251.1K | +6.07% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.2M 2.53% | +$137.9K Bought | — 24.0K shares | 23.2K → 24.0K +$137.9K | +3.41% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $3.7M 2.22% | +$355.2K Bought | 0.003% 45.8K shares | 41.4K → 45.8K +$355.2K | +10.74% | $136.49B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.6M 2.19% | -$136.9K Sold | — 19.4K shares | 20.2K → 19.4K −$136.9K | -3.64% | — — | Q4 2020 Held for 4y 11m | |
Oil & Gas Midstream Energy | $3.5M 2.14% | -$172.3K Sold | 0.006% 64.8K shares | 68.0K → 64.8K −$172.3K | -4.66% | $56.6B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Midstream Energy | $3.2M 1.94% | +$12.0K Bought | 0.003% 63.4K shares | 63.2K → 63.4K +$12.0K | +0.38% | $110.03B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.1M 1.9% | -$64.2K Sold | — 33.0K shares | 33.7K → 33.0K −$64.2K | -2.0% | — — | Q4 2020 Held for 4y 11m | |
Renewable Utilities Utilities | $3.1M 1.85% | +$102.8K Bought | 0.042% 118.3K shares | 114.3K → 118.3K +$102.8K | +3.49% | $7.3B Mid Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 1.83% | +$21.3K Bought | — 85.4K shares | 84.8K → 85.4K +$21.3K | +0.71% | — — | Q3 2023 Held for 2y 2m | |
Independent Power Producers Utilities | $3.0M 1.82% | — | 0.074% 219.3K shares | — | — | $4.1B Mid Cap | Q4 2020 Held for 4y 11m | |
Asset Management Financial Services | $3.0M 1.79% | — | 0.003% 52.0K shares | — | — | $91.9B Large Cap | Q4 2022 Held for 2y 11m | |
Regulated Electric Utilities | $2.9M 1.75% | -$161.7K Sold | 0.011% 56.9K shares | 60.1K → 56.9K −$161.7K | -5.3% | $25.6B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.7M 1.66% | — | — 57.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.7M 1.66% | — | — 57.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 1.63% | -$23.6K Sold | — 8.2K shares | 8.3K → 8.2K −$23.6K | -0.87% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.2M 1.33% | +$11.4K Bought | 0.0% 4.2K shares | 4.2K → 4.2K +$11.4K | +0.52% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $2.2M 1.32% | +$146.6K Bought | 0.003% 33.8K shares | 31.5K → 33.8K +$146.6K | +7.19% | $80.3B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Midstream Energy | $2.1M 1.27% | — | 0.009% 51.7K shares | — | — | $23.5B Large Cap | Q4 2020 Held for 4y 11m | |
Railroads Industrials | $1.9M 1.13% | — | 0.003% 19.7K shares | — | — | $58.9B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $1.8M 1.06% | — | 0.021% 79.5K shares | — | — | $8.3B Mid Cap | Q4 2024 Held for 11 months | |
Hardware, Equipment & Parts Technology | $1.6M 0.972% | -$404.8K Sold | 0.006% 6.5K shares | 8.2K → 6.5K −$404.8K | -20.15% | $28.3B Large Cap | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $1.5M 0.882% | +$11.2K Bought | 0.0% 5.7K shares | 5.7K → 5.7K +$11.2K | +0.78% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.879% | -$372.5K Sold | 0.0% 2.9K shares | 3.6K → 2.9K −$372.5K | -20.42% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Gold Basic Materials | $1.4M 0.834% | -$109.9K Sold | 0.005% 55.5K shares | 59.9K → 55.5K −$109.9K | -7.39% | $30.3B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.809% | — | — 15.8K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Gold Basic Materials | $1.2M 0.748% | — | 0.003% 5.6K shares | — | — | $43.0B Large Cap | Q4 2020 Held for 4y 11m | |
REIT - Residential Real Estate | $1.1M 0.68% | +$72.4K Bought | 0.007% 8.7K shares | 8.1K → 8.7K +$72.4K | +6.89% | $16.1B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $1.1M 0.661% | +$342.9K Bought | 0.001% 8.4K shares | 5.7K → 8.4K +$342.9K | +45.84% | $93.3B Large Cap | Q4 2020 Held for 4y 11m | |
Specialty Business Services Industrials | $1.1M 0.639% | -$452.9K Sold | 0.002% 6.8K shares | 9.7K → 6.8K −$452.9K | -30.01% | $70.0B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $999.3K 0.605% | -$205.1K Sold | 0.0% 4.1K shares | 4.9K → 4.1K −$205.1K | -17.03% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $985.1K 0.596% | +$11.4K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$11.4K | +1.17% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Insurance - Life Financial Services | $911.3K 0.552% | -$13.0K Sold | 0.002% 29.2K shares | 29.6K → 29.2K −$13.0K | -1.41% | $52.8B Large Cap | Q4 2020 Held for 4y 11m | |
Waste Management Industrials | $895.2K 0.542% | +$7.0K Bought | 0.002% 5.1K shares | 5.0K → 5.1K +$7.0K | +0.79% | $45.2B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $888.4K 0.538% | — | — 7.3K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Gold Basic Materials | $854.5K 0.517% | +$10.1K Bought | 0.001% 5.1K shares | 5.0K → 5.1K +$10.1K | +1.2% | $84.7B Large Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $829.0K 0.502% | +$123.1K Bought | 0.001% 10.4K shares | 8.8K → 10.4K +$123.1K | +17.44% | $74.3B Large Cap | Q4 2020 Held for 4y 11m | |
Gold Basic Materials | $822.6K 0.498% | +$19.3K Bought | 0.002% 7.3K shares | 7.2K → 7.3K +$19.3K | +2.4% | $50.8B Large Cap | Q4 2021 Held for 3y 11m | |
Gold Basic Materials | $717.5K 0.434% | — | 0.02% 66.5K shares | — | — | $3.5B Mid Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $687.0K 0.416% | +$43.7K Bought | 0.0% 4.6K shares | 4.3K → 4.6K +$43.7K | +6.79% | $193.14B Large Cap | Q2 2023 Held for 2y 5m | |
REIT - Office Real Estate | $680.5K 0.412% | — | 0.001% 3.9K shares | — | — | $59.0B Large Cap | Q1 2024 Held for 1y 8m |
